Eaton Vance Ultra-Short Income ETF
EVSB
8 hedge funds and large institutions have $40.1M invested in Eaton Vance Ultra-Short Income ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
12% more capital invested
Capital invested by funds: $35.8M → $40.1M (+$4.29M)
1.05% more ownership
Funds ownership: 94.76% → 95.81% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.18M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.05M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$747K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$416K |
| 5 |
Jane Street
New York
|
+$97.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$201K |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$28.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $21.6M | +$2.18M | +43,080 | +11% |
|
|
2
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $14.3M | +$1.05M | +20,699 | +8% |
|
|
WAP
3
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $1.26M | -$28.9K | -573 | -2% |
|
|
4
Jane Street
New York
| $1.15M | +$97.2K | +1,924 | +9% |
|
|
FTUS
5
Flow Traders U.S.
New York
| $991K | +$416K | +8,231 | +72% |
|
|
6
Citadel Advisors
Miami,
Florida
| $745K | +$747K | +14,787 | New |
|
7
UBS Group
Zurich,
Switzerland
| $12.9K | +$9.75K | +193 | +306% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $7.81K | +$7.83K | +155 | New |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$201K | -4,000 | Closed |
|
EVSB Hedge Fund Activity: Q2 2024 in Review
8 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ultra-Short Income ETF (EVSB) for Q2 2024, worth a combined $40.1M — up 12% from $35.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EVSB positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.18M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $201K sold.
- 8 institutional investors held Eaton Vance Ultra-Short Income ETF (EVSB) as of Q2 2024, up from 7 in Q1 2024.
- Funds reported $40.1M of Eaton Vance Ultra-Short Income ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 2 funds opened new Eaton Vance Ultra-Short Income ETF positions in Q2 2024 and 1 closed out, a net change of +1 holder.
- The largest Eaton Vance Ultra-Short Income ETF buyer in Q2 2024 was Morgan Stanley, an estimated $2.18M added.
- The largest Eaton Vance Ultra-Short Income ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $201K sold.
Based on aggregated 13F filings for Q2 2024.